What are you buying today?

[mananainvesting]

2 hours ago, Cod Liver Oil said:

Comcast looks like 4 times cf but broadband is melting.

The melting ice cube is my concern. Also, I think $T and $VZ are trading at single digit earnings/FCF multiples and I own both of them. Thanks for the suggestion, I appreciate it. 

[John Hjorth]

5 minutes ago, mananainvesting said:

I am ridiculously concentrated on Fairfax Financial. 

 

Please don't get ridiculous.

[giulio]

6 hours ago, hardcorevalue said:

i mean ffh is 8x

Buying anything other than fairfax (both ffh and fih) feels so wrong...way cheaper than anything else...but also a >30% position for me.

I worry I might not get another chance to buy csu this cheap. 

Hopefully I'll have something to trim by the end of the year!

 

 

[Saluki]

A little Fairfax, MSCI and Constellation Software. 

[Spekulatius]

Added to HONA, AMRZ, ASR, LILAP. Rebought some BOL.PA 

[nsx5200]

Averaging down in CNSWF(CSU) now that it's available on Robinhood.  Trying to nibble at the temporary lows to build up my position while keeping options to average down more if it drops more.